INVESTURE EVERGREEN FUND

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

3,318

Total plan assets

$852.8M

Filings (rows)

Direct comp

$2.9M

Indirect comp

SERVICES PROVIDED

Other2

Advisor / Consultant1

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE COLONIAL WILLIAMSBURG FOUNDATION THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION	WILLIAMSBURG, VA	Other NONE	1,101	$301.6M	$1.9M
THE COLONIAL WILLIAMSBURG FOUNDATION THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION	WILLIAMSBURG, VA	Other NONE	1,094	$291.5M	$636K